Advisor Blog

Advisor Marketing Is An Oxymoron To Fiduciaries

shrimp2

Financial advisor marketing is oxymoronic. Like jumbo shrimp, mini-strokes, and private clubs, it is not the way a fiduciary should approach external communications using modern tools. For private wealth advisors, a better way is to educate clients continually.

Financial consumers are bombarded constantly by ideas diverting them from the personal tax and financial planning strategy carefully crafted by you, the professional advice you authored to build a sustainable low-expense core portfolio and keep them in front of opportunities and pitfalls amid the first reversal in federal tax policy since the election of Ronald Reagan in 1980.  

Continue reading
  222 Hits
222 Hits

Advisor Marketing Dashboard Adds A Downloadable Content Option

downloadable-screenshot

Whether you need a comprehensive content marketing dashboard to manage a private wealth advisory's external communications or just a monthly subscription to a thought leadership article you can download into Word weekly, Advisor Products Inc. (API) has a solution. 

Integrated Marketing Solutions. API's marketing dashboard is a comprehensive content management system for private wealth advisors. Websites, newsletters, and social network posts are integrated with API content, automating marketing tasks for professional financial services firms.        

Continue reading
  163 Hits
163 Hits

RIA Marketing Using A Long Lens Of History

lens-mose_20210128-005400_1 It takes a professional viewpoint to present today's news from an historical perspective.

Consumers are shown why it is crucially important to view financial news through a long lens of history in this 90-second video.

It not only tells investors about the value of a professional who knows history, but it also demonstrates it.

Continue reading
  265 Hits
265 Hits

Fritz Meyer’s Scorecard Of S&P 500 Sector Predictions By Wall Street Strategists

reminder

Following the advice of Wall Street’s best minds resulted in huge losses at key inflection points, and Wall Street's ability to forecast the S&P 500 is too unreliable to be helpful and not even close to accurate. 

That's the conclusion of an independent economist who has tracked the predictions of Wall Street top strategists’ in Barron’s every year since 2007. 

Continue reading
  455 Hits
455 Hits

Key Fundamentals Driving Portfolios Now

At a two-hour, two-credit continuing professional education webinar three weeks ago about key fundamentals driving portfolios now, Advisor Products' resident economist, Fritz Meyer, received a 9.7 rating on a 10-point scale. 

This 32-minute video also contains links to additional information on key topics discussed.

Continue reading
  1140 Hits
1140 Hits

Compliant Content For RIAs


 

Continue reading
  1773 Hits
1773 Hits

Lifeboat Drill As A Titanic Metaphor For UHNWIs


.

 

Continue reading
  2043 Hits
2043 Hits

Negative Rates May Expand Market’s Multiple


The big news from economist Fritz Meyer's CE webinar on Advisors4Advisors on September 10, was his analysis of how negative rates in Germany are driving down bond yields in the U.S. 

Continue reading
  2422 Hits
2422 Hits

Tectonic Shift


Negative interest rates in Europe are a new and unprecedented financial economic condition advisors must suddenly navigate. 

Continue reading
  2689 Hits
2689 Hits

Cheeseheads Rule! Bob Keebler On Paul Ryan's Tax Reform Preferences


In addition to being one of the one of the nation's top educators of legal, tax and financial professionals for over three decades, Robert Keebler, CPA/PFS, is from Green Bay, Wisconsin. 

Paul Ryan, Speaker of the U.S. House of Representatives, and Reince Priebus, President-elect Donald Trump's chief of staff, are also from Milwaukee, and they are local figures to Mr. Keebler.

Point is, Mr. Keebler, one of the nation's top tax policy wonks, has closely followed Mr. Ryan's tax policy preferences for many years, explaining why his analysis seems particularly insightful in this week's video.

Continue reading
  6536 Hits
6536 Hits

Clients And Prospects Want Thought Leadership From You, Not Marketing

With terrorist attacks now a weekly event, the European Union facing an existential political threat, and the speed of news causing two double-digit stock price plunges in the past 11 months, communicating with your contacts is more important than ever, and more delicate.

Our breaking news coverage enables you to send your contacts a stream of information crafted with help from independent thought leaders, including economist Fritz Meyer, MPT-expert Dr. Craig Israelsen, tax and financial planning guru Robert Keebler, CPA/PFS.

Continue reading
  6155 Hits
6155 Hits

Covering The San Bernardino Terror Attack In Last Week's Client Update


At about 4 p.m. ET last Friday — 48 hours after the attack in San Bernardino — the FBI called the fatal shooting of 14 people an act of terror. Suddenly, performance of the stock market after the attack was a compelling story.

Immediately after the attack, late Wednesday afternoon, stocks prices fell, and they dropped again on Thursday. On Friday, however, by the end of trading, stocks had recouped those losses.

Continue reading
  6621 Hits
6621 Hits

Archive

weekly-signup

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

SCHEDULE A DEMO